Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
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Complaints Contact
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4401217671139
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Score Services
Show 1 limitation Hide limitations
- · This permission is limited to not carrying out credit repair services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Helen Martin
IRN HXG01152
- (2688)SMF16 Compliance Oversight (since 2 Jun 2023)
- (2687)SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Jun 2023)
- (2689)SMF4 Chief Risk (since 2 Jun 2023)
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Helen Renee Cilliers
IRN HRC01024
- (583)Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 2 Mar 2023)
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Helena Lucy Nugent
IRN HXC00078
- (1527)Appointed representative dealing with clients for which they require qualification (25 Mar 2024 to 2 Apr 2026)
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Henry Darlington
IRN HXD00233
- (577)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (578)Appointed representative dealing with clients for which they require qualification (since 30 Jun 2025)
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Henry Lincoln
IRN HXL00205
- (818)Appointed representative dealing with clients for which they require qualification (4 Aug 2025 to 13 Feb 2026)
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Hollie Barrett
IRN HXB00067
- (909)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2024)
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Hollie Cale
IRN HXC00064
- (952)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jul 2020)
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Hollie Reay
IRN HXR00271
- (803)Appointed representative dealing with clients for which they require qualification (24 Feb 2025 to 30 Apr 2026)
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Hollie Stones
IRN HXS00483
- (816)Appointed representative dealing with clients for which they require qualification (2 Aug 2024 to 16 May 2026)
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Holly Barker-House
IRN HXB00263
- (1225)Appointed representative dealing with clients for which they require qualification (29 Jul 2024 to 19 Dec 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2530)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2529)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2528)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2527)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2526)21. Advising or arranging (bringing about) equity release transactions
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controlled function added: (2525)CF1 Director (AR)
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controlled function added: (2524)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2523)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2522)CF1 Director (AR)
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controlled function added: (2521)Appointed representative dealing with clients for which they require qualification